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iShares Russell 3000 ETF
IWV

Overview Fund Activity

767 hedge funds and large institutions have $7.83B invested in iShares Russell 3000 ETF in 2024 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 197 increasing their positions, 244 reducing their positions, and 37 closing their positions.

Holders
767
Holders Change
+10
Holders Change %
+1.32%
% of All Funds
11.16%
Holding in Top 10
49
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.71%
New
60
Increased
197
Reduced
244
Closed
37
Calls
$5.77M
Puts
$1.33M
Net Calls
+$4.45M
Net Calls Change
+$154K

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$188M
2
UMC
2
UNC Management Company
North Carolina
$177M
3
TFF
3
The Family Firm
Maryland
$63.3M
4
BlackRock
4
BlackRock
New York
$319M
5
Goldman Sachs
5
Goldman Sachs
New York
$225M

Top Sellers

1
GU
1
Georgetown University
District of Columbia
$0
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$164M
3
CWM
3
Campbell Wealth Management
Virginia
$0
4
BP
4
BBR Partners
New York
$0
5
MFA
5
McClarren Financial Advisors
Pennsylvania
$3.3M
Name Market Value Shares Shares
Change 		Shares
Change %
CG
51
Caprock Group
Idaho
$32.7M 105,917 +4,794 +5%
HFS
52
Hantz Financial Services
Michigan
$32.2M 104,245 -446 -0.4%
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$31.7M 102,776 +7,167 +7%
Jones Financial Companies
54
Jones Financial Companies
Missouri
$31.4M 101,848 -22,248 -18%
TWM
55
Tanglewood Wealth Management
Texas
$30.7M 99,410 -7,586 -7%
Comerica Bank
56
Comerica Bank
Texas
$30.6M 99,243 +17,568 +22%
WPW
57
Waldron Private Wealth
Pennsylvania
$29.6M 95,766 -1,602 -2%
CA
58
Clearstead Advisors
Ohio
$29M 93,900 +4,223 +5%
CA
59
CSM Advisors
Pennsylvania
$28.8M 93,400 – –
NRA
60
NSI Retail Advisors
Pennsylvania
$28.8M 93,400 – –
PWA
61
Provenance Wealth Advisors
Florida
$28.3M 91,552 -1,479 -2%
US Bancorp
62
US Bancorp
Minnesota
$28.2M 91,418 +186 +0.2%
GDP
63
Great Diamond Partners
Maine
$27.5M 89,080 -3,445 -4%
BJL
64
Brighton Jones LLC
Washington
$26.5M 85,976 -1,083 -1%
HWM
65
HB Wealth Management
Georgia
$26.4M 85,616 +269 +0.3%
IC
66
IEQ Capital
California
$26M 84,176 -458 -0.5%
CJH
67
Christopher J. Hasenberg
Wisconsin
$25.3M 81,860 +13,374 +20%
Fifth Third Bancorp
68
Fifth Third Bancorp
Ohio
$23.8M 76,955 -4,465 -5%
Mariner
69
Mariner
Kansas
$23.3M 75,465 -1,660 -2%
FWM
70
FFT Wealth Management
Pennsylvania
$23.3M 75,405 +2,354 +3%
BF
71
Brooklyn FI
New York
$22.7M 73,545 +1,235 +2%
EFG
72
Embree Financial Group
Illinois
$22.6M 73,197 -3,297 -4%
TW
73
Trajan Wealth
Arizona
$22.3M 72,186 -2,369 -3%
SP
74
Stairway Partners
Illinois
$22M 71,158 -2,610 -4%
NFG
75
Nations Financial Group
Iowa
$21.8M 70,693 +233 +0.3%
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